+1,269.9%
PAAS vs HRB
+1,334.1%
-64.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.0% | +1.6% | -2.0% |
| 7D | -2.9% | -5.7% | +2.8% | -2.4% |
| 30D | +6.8% | +7.9% | -1.1% | +6.0% |
| 3M | -2.9% | +32.1% | -35.0% | -5.6% |
| 6M | -16.4% | +62.2% | -78.7% | -20.7% |
| YTD | 0.0% | +16.4% | -16.4% | -2.2% |
| 1Y | +54.3% | -0.3% | +54.6% | +52.9% |
| 3Y | +230.7% | +36.0% | +194.6% | +215.5% |
| 5Y | +111.6% | +125.2% | -13.6% | +90.6% |
| 10Y | +211.7% | +237.7% | -26.0% | +161.0% |
| All | +1,269.9% | +1,334.1% | -64.2% | +989.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling